|
1
|
Personal CFO Solutions
Chester,
New Jersey
|
$4M
|
-$34.4K
|
-744
|
-0.9%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$2.79M
|
+$31K
|
+671
|
+1%
|
|
|
3
|
Equitable Holdings
New York
|
$1.9M
|
-$88.7K
|
-1,920
|
-4%
|
|
|
4
|
|
$1.55M
|
-$988K
|
-21,381
|
-39%
|
|
|
5
|
ProShare Advisors
Bethesda,
Maryland
|
$1.49M
|
-$126K
|
-2,719
|
-8%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$1.24M
|
+$1.04M
|
+22,571
|
+500%
|
|
|
7
|
|
$597K
|
+$149K
|
+3,227
|
+33%
|
|
|
8
|
Financial Advocates Investment Management
Olympia,
Washington
|
$577K
|
-$13.2K
|
-286
|
-2%
|
|
|
9
|
Credit Suisse
Zurich,
Switzerland
|
$564K
|
+$569K
|
+12,320
|
New
|
|
|
10
|
CreativeOne Wealth
Overland Park,
Kansas
|
$363K
|
-$1.29K
|
-28
|
-0.4%
|
|
|
11
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$307K
|
+$35.6K
|
+771
|
+13%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$305K
|
-$7.86K
|
-170
|
-2%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$26K
|
-$29.7K
|
-642
|
-53%
|
|
|
14
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$1.56K
|
–
|
–
|
–
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$1K
|
-$51.9K
|
-1,123
|
-98%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$9K
|
-200
|
Closed
|
|
